---
title: Investment board form
description: Learn about the fields of investment board form.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/project-management/investment-board-form.html
release: australia
product: Project Management
classification: project-management
topic_type: reference
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Form field information for Project Management, Project Management reference, Project Management, Project Portfolio Management, Strategic Portfolio Management]
---

# Investment board form

Learn about the fields of investment board form.

<table id="table_lxd_cv2_zfc"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Name

</td><td>

Name for the investment board.

</td></tr><tr><td>

Type

</td><td>

Level to filter projects and demands. -   **Portfolio**: When selected, projects and demands matching that type are displayed.
-   **Program**: When selected, projects and demands matching that type are displayed.
-   **Demands/Projects**: When selected, demands and projects matching that type are displayed, and are not bound to any particular portfolio or program.

</td></tr><tr><td>

Portfolio

</td><td>

Name of the portfolio from which the projects and demands are filtered.

 This option is available only when **Type** is **Portfolio**.

</td></tr><tr><td>

Program

</td><td>

Name of the program from which the projects and demands are filtered.

 This option is available only when **Type** is **Program**.

</td></tr><tr><td>

Demand/Projects

</td><td>

Option to specify filter criteria for projects and demands. **Note:**

-   If no filter criteria is specified for demand, then no demands are retrieved. Similarly, if no filter criteria is specified for project, then no projects are retrieved.
-   You can view a CSM column in an Investment Portal board, but you cannot add a filter on such columns in the board.

</td></tr><tr><td>

Active projects and demands

</td><td>

Check box to filter only active projects and demands.

This option is available only when **Type** is **Portfolio** or **Program**.

</td></tr></tbody>
</table>**Related topics**  


[Create an investment board](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/ppm-collaboration/create-an-investment-report.md)